| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
5
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Performance
Hypothetical Growth of $10,000
Updated 04.30.2013
Trailing Total Returns
Updated 04.30.2013
| Total Return % | + / - S&P 500 TR | + / - Russell 1000 Value TR USD | % Rank | |
|---|---|---|---|---|
| Year-to-date | 15.18 | 2.45 | 1.18 | 7 |
| 1-Month | 2.21 | 0.28 | 0.70 | 34 |
| 3-Month | 8.73 | 1.55 | 1.69 | 9 |
| 6-Month | 17.25 | 2.83 | 0.94 | 12 |
| 1-Year | 19.30 | 2.41 | -2.50 | 34 |
| 3-Year (Annualized) | 12.30 | -0.51 | -0.05 | 27 |
| 5-Year (Annualized) | 4.98 | -0.23 | 0.81 | 30 |
